My team and I go above and beyond to meet our clients where it is most convenient for them.
|
250-204-0025
|

"I work with families, individuals, professionals and business owners to generate, grow and guard their hard-earned wealth against the pitfalls of taxation, bad spending habits and other financial blind spots. Many people think they know enough to manage their finances and businesses successfully on their own, but as in life, you don’t know what you don’t know. I help fill in those blanks, add value and create dynamic and personalized financial plans to help clients reach their goals." ~ Brett Alexandra MacLean